For many families, a business represents one of their most valuable assets. This means an effective estate is predicated upon an effective business plan. At Robert M. Goldberg & Associates, we define an effective business plan as one that, for starters, should help you earn the greatest possible return on your initial investment. It should also protect your family and the business entity itself. In addition, it must allow for the possibility of extraordinary growth and success, as well as offer protection against the financial consequences of operational problems or downturns in the overall economy. Finally, the plan must take into account the timing and manner of your exit from the business.

We have a wealth of experience helping business owners at start-up, at exit, and at every stage in between. Over the years, we have concluded that a collaborative approach results in the best business plans. This is why we welcome input from your company’s current financial advisors, attorneys, CFOs and key managers.

Here are just a few of the business planning services we offer:

  • Company formation
  • Choice of business entity
  • Structure of business entity
  • Purchase or sale of a business
  • Ownership issues
  • General legal counsel to businesses and individual owners
  • Coordination of personal, estate and business plans
  • Tax planning
  • Reorganization and restructuring
  • Shareholder control agreements
  • Voting agreements
  • Buy-sell agreements
  • Sales and disposition of businesses
  • Dissolutions
  • Succession planning
  • Recapitalization
  • Asset protection